Best Investors
Account
Sign in
Best Investors
Account
Sign in
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-17 |
Branch Locations
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
250 Fillmore Street Suite 475, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Capital | Huntington Beach | CA | 04/2018 | 12/2021 |
| Trilogy Financial | Denver | CO | 07/2018 | 01/2022 |
| Chemical Financial Corporation | Grand Rapids | MI | 01/2017 | 04/2018 |
| Mission Management | Traverse City | MI | 05/2011 | 01/2017 |
| Brown And Company | Denver | CO | 01/2022 | 04/2026 |
| Lpl Financial Llc | Denver | CO | 01/2022 | 04/2026 |
| Modern Wealth Management, Llc | Denver | CO | 04/2026 | Present |
1) Zachary Swaffer - Not Investment Related - Home Based - Business Owner - Sells rocks and crystals at local shows - Start Date: 01/01/2022 - 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-02-04 |
| S65 | Uniform Investment Adviser Law Examination | 2018-07-25 |
Reach out to this advisor